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日本央行(BoJ)在周四(10月)举行的货币政策会议上决定维持现行政策不变,将短期政策利率维持在0.5%,连续第六次会议按兵不动,符合市场普遍预期。
此次决议以7比2通过,两位理事高田创与田村直树投下反对票,主张加息至0.75%,认为日本已明显走出通缩局面。
日本央行声明要点:
在前瞻指引方面,日本央行重申其渐进式政策正常化的承诺,表示若经济活动和物价走势符合预期,将“继续上调政策利率并调整货币宽松程度”。
此次会议也是新任首相高市早苗上任后的首次会议。她被视为宽松货币与财政扩张的支持者,这一新的政治背景令日本央行的紧缩路径更趋谨慎。
市场反应
决议公布后,日元走弱,反映出市场对缺乏鹰派信号及日美政策分化的反应。与此同时,美联储昨日宣布降息,但暗示暂停进一步行动。
下一焦点
市场目光现转向日本央行行长植田和男今日稍晚举行的记者会,投资者期待其就下一次加息时机提供更多线索。多数经济学家预计,日本央行可能在12月或明年1月采取行动。
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